Eldred Rock Partners LLC Cuts Holdings in Emerson Electric Co. $EMR

Key Points

• Eldred Rock Partners LLC trimmed its Emerson Electric stake by 10.9% in Q4 to 95,701 shares worth about $12.7 million, representing 3.3% of the fund’s portfolio (its 15th largest holding).
• Emerson slightly beat Q4 EPS estimates ($1.46 vs. $1.41), set FY2026 guidance of $6.40–$6.55, and won a strategic automation contract for a $2 billion Louisiana biomass plant that strengthens its clean‑energy automation and carbon‑capture positioning.
• Analyst sentiment is mixed — a number of upgrades and higher price targets (KeyCorp/Evercore to $185, Citi to $174, Jefferies upgrade) are offset by cuts from Wells Fargo and Barclays; consensus remains 'Hold' with an average target of $163.43.

Eldred Rock Partners LLC decreased its position in Emerson Electric Co. (NYSE:EMR - Free Report) by 10.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 95,701 shares of the industrial products company's stock after selling 11,695 shares during the period. Emerson Electric accounts for 3.3% of Eldred Rock Partners LLC's investment portfolio, making the stock its 15th biggest holding. Eldred Rock Partners LLC's holdings in Emerson Electric were worth $12,701,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of EMR. Vanguard Group Inc. grew its stake in Emerson Electric by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 54,330,938 shares of the industrial products company's stock valued at $7,127,132,000 after purchasing an additional 201,040 shares during the period. State Street Corp increased its holdings in Emerson Electric by 3.0% during the second quarter. State Street Corp now owns 27,053,019 shares of the industrial products company's stock worth $3,606,979,000 after buying an additional 784,987 shares during the last quarter. Schroder Investment Management Group raised its position in Emerson Electric by 13.5% in the third quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company's stock worth $945,227,000 after acquiring an additional 859,171 shares during the period. Fisher Asset Management LLC boosted its stake in Emerson Electric by 20.6% in the third quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company's stock valued at $821,524,000 after acquiring an additional 1,069,122 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its position in shares of Emerson Electric by 29.2% during the 3rd quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company's stock valued at $690,020,000 after acquiring an additional 1,187,974 shares during the period. 74.30% of the stock is owned by institutional investors.

Analyst Ratings Changes

EMR has been the topic of a number of research reports. BMO Capital Markets began coverage on shares of Emerson Electric in a report on Friday, March 27th. They issued a "market perform" rating and a $150.00 price target on the stock. Citigroup raised their target price on Emerson Electric from $165.00 to $174.00 and gave the stock a "buy" rating in a research report on Wednesday, February 4th. KeyCorp boosted their target price on Emerson Electric from $155.00 to $185.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. Deutsche Bank Aktiengesellschaft downgraded Emerson Electric from a "buy" rating to a "hold" rating and set a $170.00 price target for the company. in a research note on Thursday, February 5th. Finally, Evercore boosted their price objective on Emerson Electric from $170.00 to $185.00 and gave the company an "outperform" rating in a research note on Thursday, February 5th. Twelve equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $163.43.

Insider Transactions at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total value of $811,224.00. Following the sale, the chief executive officer directly owned 281,393 shares of the company's stock, valued at approximately $40,047,851.76. This represents a 1.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Matthew S. Levatich sold 1,476 shares of the business's stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total transaction of $239,348.16. Following the transaction, the director directly owned 24,349 shares of the company's stock, valued at approximately $3,948,433.84. This represents a 5.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 13,879 shares of company stock valued at $2,116,818. 0.23% of the stock is currently owned by corporate insiders.

Key Stories Impacting Emerson Electric

Here are the key news stories impacting Emerson Electric this week:

• Positive Sentiment: Jefferies upgraded EMR from Hold to Buy, citing strong order momentum, a roughly $7.9 billion backlog and solid free‑cash‑flow guidance; the firm highlighted demand strength in North America, India and MENA as support for Emerson’s automation-driven growth. Jefferies upgrade article
• Positive Sentiment: Emerson was selected to automate Strategic Biofuels’ $2 billion Louisiana Green Fuels (LGF) biomass power plant with commercial‑scale carbon capture and sequestration — a strategic, first‑of‑its‑kind win that strengthens Emerson’s positioning in clean‑energy automation and carbon‑capture technology, and could drive multi‑year automation and services revenue. PR Newswire announcement
• Neutral Sentiment: BMO Capital initiated coverage (Market Perform) on EMR with a $150 price target, acknowledging Emerson’s repositioning toward automation but assigning a neutral near‑term stance — the PT sits above the current share price but the rating signals limited conviction. BMO article
• Neutral Sentiment: Coverage notes and analyst roundups (Globe and Mail; American Banking News) are circulating, offering context on peers and industry positioning but no new, market‑moving financials. Globe and Mail analyst roundup American Banking News
• Negative Sentiment: Barclays trimmed its price target to $140 from $145 and kept an Equal Weight rating — a modest downgrade that reduces upside expectations relative to prior guidance. Barclays PT cut
• Negative Sentiment: Wells Fargo cut its price target sharply to $135 from $160 and kept an Equal Weight rating — a more significant reduction that signals weaker analyst expectations and likely contributes to downward pressure on the shares. Wells Fargo PT cut

Emerson Electric Trading Down 0.5%

Shares of EMR stock opened at $131.71 on Friday. The stock has a market capitalization of $74.02 billion, a price-to-earnings ratio of 32.20, a PEG ratio of 2.11 and a beta of 1.28. The company's fifty day simple moving average is $142.98 and its two-hundred day simple moving average is $137.52. Emerson Electric Co. has a 1 year low of $90.06 and a 1 year high of $165.15. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.62.

Emerson Electric (NYSE:EMR - Get Free Report) last posted its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, topping analysts' consensus estimates of $1.41 by $0.05. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The firm had revenue of $4.35 billion during the quarter, compared to analyst estimates of $4.37 billion. During the same period last year, the company earned $1.38 earnings per share. The business's revenue for the quarter was up 4.1% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. As a group, analysts anticipate that Emerson Electric Co. will post 5.96 earnings per share for the current year.

Emerson Electric Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th were given a dividend of $0.555 per share. The ex-dividend date was Friday, February 13th. This represents a $2.22 annualized dividend and a dividend yield of 1.7%. Emerson Electric's dividend payout ratio is currently 54.28%.

About Emerson Electric

Emerson Electric Co is a global technology and engineering company that designs and manufactures products and provides services for industrial, commercial and consumer markets. Founded in 1890, the company is headquartered in St. Louis, Missouri, and has built a long-standing presence in automation, control and climate-related technologies. Emerson's offerings are aimed at improving productivity, energy efficiency and reliability for a wide range of end markets.

Emerson operates through two principal platforms—Automation Solutions and Commercial & Residential Solutions—providing process automation systems, measurement and analytical instrumentation, valves and actuators, control software, and related aftermarket services, alongside products for heating, ventilation and refrigeration, residential and commercial climate controls, tools and storage solutions.

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